We documented the exact steps behind $3M in pipeline. It's a 5-step outbound motion that combines intent signals, AI agents, and well-timed outreach. Take it and apply it to your own team.
Warmly Playbooks
Proven strategies and plays for your revenue team to create & close pipeline using Warmly.
Latest Playbooks
58 minutes of manual prospecting, done in 5. Warmly's MCP connects Claude to your live site data — so you can go from anonymous traffic to enriched prospects to active sequences without leaving your AI chatbot.
Marketo sees 3% of your website traffic. Warmly identifies the other 97% and writes them to Marketo as Leads with chat transcripts, intent signals, buying committee data, and session context attached as custom fields your smart campaigns can act on.
Warmly's AI message generator now writes LinkedIn connection requests and follow-ups through HeyReach, using the same full signal chain as AI Emails. Cover your whole buying committee across both channels from a single orchestration.
All Playbooks
We documented the exact steps behind $3M in pipeline. It's a 5-step outbound motion that combines intent signals, AI agents, and well-timed outreach. Take it and apply it to your own team.
58 minutes of manual prospecting, done in 5. Warmly's MCP connects Claude to your live site data — so you can go from anonymous traffic to enriched prospects to active sequences without leaving your AI chatbot.
Marketo sees 3% of your website traffic. Warmly identifies the other 97% and writes them to Marketo as Leads with chat transcripts, intent signals, buying committee data, and session context attached as custom fields your smart campaigns can act on.
Warmly's AI message generator now writes LinkedIn connection requests and follow-ups through HeyReach, using the same full signal chain as AI Emails. Cover your whole buying committee across both channels from a single orchestration.
Stop writing one-size-fits-all follow-up. Let Warmly generate a tailored multi-touch sequence for each contact using chat history, enrichment, CRM context, and intent signals.
Use Warmly to automatically push ICP website visitors into LinkedIn and Meta ad audiences, no CSV exports, no guessing.
Stop staring at blank rows in ActiveCampaign. Connect Warmly once and every new contact gets enriched with job title, seniority, department, LinkedIn, and company data within seconds.
A live AI sales rep on your website. Gives demos, qualifies prospects, books meetings. Script tag and 30 minutes to deploy. Lifts inbound conversion 30%.
Stop logging blank contacts. Push high-intent website visitors to Pipedrive and auto-enrich every new contact with Warmly real-time data — so reps always have context before the first touch.
How Continu built an 8x pipeline machine by combining Warmly visitor identification, hot page triggers, multi-channel orchestrations, and a custom AI chatbot.
How TigerGraph replaced Drift in under two weeks and booked 5 meetings from their website in the first 6 weeks live.
How Orum saves dozens of SDR hours per week by training Warmly AI Chat to answer prospects 24/7, without pulling reps off the phone.